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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 28 · EIN 23-1945930 | Investment Management | $12,522 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $0 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 19 570 LEXINGTON AVE, STE 1903 · NEW YORK, NY 10022 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,755 | $98,750-65.8% | $149,696-77.5% | $79,858-57.7% |
| Participation rate | 92.4% | 75.8%+16.6pp | 82.5%+9.9pp | 69.6%+22.8pp |
| Annual return | 10.01% | 27.43%-17.4pp | 276.60%-266.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $5,616 | $3,216+74.6% | $4,644+20.9% | $2,471+127.3% |
| Participant deferral / active EE | $5,469 | $5,680-3.7% | $6,842-20.1% | $3,740+46.2% |
| Admin fee / account holder | $61 | $6,053-99.0% | $9,309-99.3% | $5,306-98.8% |